See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,926 | $72,012+124.9% | $185,823-12.9% | $79,858+102.8% |
| Participation rate | 79.5% | 65.8%+13.7pp | 78.0%+1.5pp | 69.6%+9.9pp |
| Annual return | 15.62% | 23.12%-7.5pp | 35.95%-20.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,902 | $1,965-3.2% | $4,087-53.5% | $2,471-23.0% |
| Participant deferral / active EE | $3,871 | $3,779+2.5% | $5,632-31.3% | $3,740+3.5% |
| Admin fee / account holder | $3,026 | $4,513-32.9% | $9,500-68.1% | $5,306-43.0% |